See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,547 | $88,707-61.1% | $74,183-53.4% | $273,961-87.4% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.6%-56.6pp | 83.0%-63.0pp |
| Annual return | 19.64% | 11.94%+7.7pp | 17.74%+1.9pp | 41.45%-21.8pp |
| Employer contribution / active EE | $430 | $3,159-86.4% | $2,370-81.9% | $4,869-91.2% |
| Participant deferral / active EE | $3,949 | $4,212-6.2% | $3,550+11.2% | $5,287-25.3% |
| Admin fee / account holder | $60 | $8,717-99.3% | $5,586-98.9% | $10,132-99.4% |